TAO Private Wealth, LLC

Overview

TAO Private Wealth, LLC is an independent registered investment adviser organized as an LLC with an individual owner. The firm serves individual and family clients, offering financial planning and portfolio management targeted at individuals and small businesses. Its stated fee arrangement combines a percentage-of-assets model with hourly billing, reflecting a mix of ongoing investment oversight and project-based planning work. The firm is identified as an SEC-registered adviser (registered year reported as 2026) and does not position itself as an ESG-focused allocator, multi-state adviser, pension consultant, capital allocator, or related-adviser network participant.

Assets & Accounts

Investments & Alternatives